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2017 Year-End Tax Planning for Individuals


Individual income taxes, whether paid through employer withholding or quarterly estimates, are probably one of your largest annual expenditures. So, just as you would shop around for the best price for food, clothing, or merchandise, you want to consider opportunities to reduce or defer your annual tax obligation. This Tax information is intended to assist you in that effort: TAX_2017-Tax-Letter_Individuals_11-17_B+R (PDF)

In light of the legislative changes to the tax code that were pending as of the publication of this Individual Letter, there may be updates to the proposed tax reform discussed. Updates may be forthcoming, and an updated PDF may be published.

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